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JONES FINANCIAL COMPANIES LLLP: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on ACWV, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 74,698 ACWV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,698 shares
    Change vs previous 13F +1,875 shares

    <0.01% of the 13F portfolio, value $8,821,089.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 72,823 shares
    Change vs previous 13F +35,057 shares

    <0.01% of the 13F portfolio, value $8,537,092.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,766 shares
    Change vs previous 13F +7,994 shares

    <0.01% of the 13F portfolio, value $4,484,732.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,772 shares
    Change vs previous 13F +4,614 shares

    <0.01% of the 13F portfolio, value $3,548,513.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,158 shares
    Change vs previous 13F +3,715 shares

    <0.01% of the 13F portfolio, value $2,962,110.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 21,443 shares
    Change vs previous 13F +3,135 shares

    <0.01% of the 13F portfolio, value $2,480,630.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,308 shares
    Change vs previous 13F +8,333 shares

    <0.01% of the 13F portfolio, value $1,999,271.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,975 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,144,356.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).